Transfer to Myself moves your work in-progress to another device and makes it visible to supervisors via the administration portal.
Coming soon!
On-Demand Data Sources pulls data in real-time into your active mobile workflow from critical back-office systems like Salesforce, Dynamics and many more.
Work History gives technicians instant access to insights and data from past work. View record history tied to assets, sites, persons, products, projects and customers.
- Transfer Forms Between Your Devices - Need to switch devices while working on a form? The Transfer feature now includes a "Myself" option. This moves your in-progress form to the cloud so you can pick it up and continue working from any of your other mobile devices. This also gives supervisors and managers visibility into work as it progresses through the Administration portal. They can review completed sections, view captured photos and data, and monitor how workflows are advancing.
Access critical reference materials instantly within one app! Techs don’t need to juggle multiple apps or printed material. Boost productivity with: - Seamless offline access to all documents - Lightning-fast search across titles, descriptions, and full content - One-click access from home screen or within workflows - Automatic language matching based on user preferences - Support for multiple formats (PDF, Word, Excel, JPEG, PNG)
Work Management Improvements: As part of our ongoing Work Management rollout: * Inbox items now display an icon when opened and worked on *These opened items are also automatically listed in the Drafts area for easy access preparing for Upcoming Enhancements:
This update lays the groundwork for upcoming features, including: *Multi-factor authentication (MFA) support for native TrueContext login *Expanded document type support in Form Resources and the new Resource Library
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